Congress Asset Management
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Congress Asset Management’s First Watch Restaurant Group FWRG Stock Holding History

Congress Asset Management’s Portfolio FWRG Stock Details FWRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-140,997
Closed -$1.48M – 392
2026
Q1 		$1.48M Buy
+140,997
New +$2.04M 0.01% 322

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Congress Asset Management's FWRG Position: Q2 2026 in Review

Congress Asset Management sold out of First Watch Restaurant Group (FWRG) in Q2 2026, closing a stake of 140,997 shares — an estimated $1.48M sold.

Congress Asset Management first reported a position in FWRG in Q1 2026 and held it in 1 quarter. The position peaked at $1.48M in Q1 2026. 206 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

  • Congress Asset Management reported no remaining First Watch Restaurant Group position as of Q2 2026 after selling out during the quarter.
  • Congress Asset Management sold 140,997 First Watch Restaurant Group shares in Q2 2026, an estimated $1.48M.
  • Congress Asset Management first reported a position in First Watch Restaurant Group in Q1 2026 and held it in 1 quarter.
  • Congress Asset Management's First Watch Restaurant Group position peaked at $1.48M in Q1 2026.
  • 206 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.